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Turns KPI conversations into refreshable NetSuite dashboards with exact validated SuiteQL embedded inline — strictly read-only, it never writes to NetSuite.
From “what should we watch?” to a refreshable NetSuite KPI dashboard in one conversation. NetSuite holds the numbers, but turning “show me the business” into a dashboard usually means a BI project. This expert gets there in one conversation: it works out which KPIs actually matter, writes and validates a SELECT-only SuiteQL query for each one, embeds the exact validated SQL inline in the dashboard manifest/settings, and then builds a self-contained dashboard artifact with KPI tiles, charts, and drill-down tables. Refreshing reruns those inline sources and regenerates the page. It is strictly read-only: it never writes anything to NetSuite. Team: Build on NetSuite · Type: Agent

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What’s included

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Pinned tools

  • er_suiteql_example_find
  • er_suiteql_query_fix
  • er_suiteql_query_validate
  • ns_getRecordTypeMetadata
  • ns_getSuiteQLMetadata
  • ns_runCustomSuiteQL
  • Dashboard App Artifact
  • NetSuite Intelligence Library
  • Excel Workbook Builder

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Starter prompts

  • CFO overview dashboard
  • AP aging dashboard
  • Sales KPI dashboard
  • Refresh my dashboard
  • Export the numbers

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Trust and governance

This agent is read-only in NetSuite: it queries and analyses your data but pins no NetSuite write tools, so it cannot create, change, or send anything on your behalf. All activity is captured in a full audit trail, agents use your existing NetSuite roles and permissions, and your data is never used to train models. Works with: NetSuite